Investment Q&A

Q: Hi, Please comment on the President's Letter released today, informing of company's change of policy on future dividend payments and large VMS/Non VMS acquisitions. Thanks

Q: Hi, Could you please comment on Affirm earnings. Thanks

Q: I bought Asana on the advice of a professional who uses their software, and on their momentum and sector momentum. I'd like to buy Unity software (U) and was thinking to sell ASAN concomitantly. Is that a reasonable tradeoff or should I make room for both by trimming a Chip holding like Micron? I am not selling NVDA!

Q: Any idea how serious this chip shortage could get for F and GM and maybe some other companies? If it's a short term thing I'm thinking the market will look past it. Also are there any stocks that would benefit from the shortage? Thank you.

Q: Could you give a quick update on CRWD and reasons for the sharp increase in the last couple of days? Thank-you, your service is very much appreciated.

Q: Hi 5i Team. I'm a new subscriber since not too long ago. I really like your service! I've been learning a lot here and how stocks are doing to better help my decisions on which stocks to invest in. I haven't been asking questions but have been reading a lot of them from others and find it great that the Q&A is made available to all subscribers. I'm glad I joined and now taking the leap asking some questions of my own now that I've built a little more confidence and knowledge about the stock market.

Here goes with my questions:

Can you comment on MU. Is this company still in good financial shape for growth and increasing revenues to support the increased stock price since last November? Or is there something that might affect its upcoming earnings announcement in March. It’s now hit a new high yesterday after a dip in January. Just wondering if you see or have heard of something up to now that might negatively affect its recent uptrend.

Thanks!
Sylvain

Q: What is expected next Q results next week.
Thanks

Q: Bumble just joined the stock market yesterday. What are your thoughts on jumping in early?? I am curious to jump in if even for the short term.

Thanks

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: May I have your thoughts on taking new positions at this time in any of the above three names? My time frame is long term. Thanks in advance,

Jason

Q: What's up? High of $25.

Thanks

Q: Good day to all,

Would Topicus be a top pick of yours for new money in a TFSA that already has a slight edge towards tech? Long term hold. Thanks for the great service.

Q: Could I get your opinion on Corsair Gaming and their recent earnings report?

Thanks

Kim

Q: What did you think of the quarter? Buy, sell, or hold?
Thanks

Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better

Q: I have 3.5% if funds specifically earmarked for the technology sector after recently selling a position in OTEX. I am debating between taking a 3.5% position in CSU or splitting the funds and taking two smaller positions in STC and PHO. My portfolio consists mainly of larger market cap, lower volatility investments, so I feel I have some flexibility towards taking on a position in growth companies. That being said, I believe that CSU is best-in-class for its sector (particularly if limiting the field to TSX-traded companies). I would appreciate your insight. Thanks so much!

Q: I have been recently reading more about the SolarWinds hack and the desperate need for beefing up cyber security. I know CrowdStrike is one of your favourites and you have brought up the potential Arctic Wolf IPO. Just wondering if any other companies are interesting in the cyber security space.

Thanks for your great service.

Q: I know the orphan stock. Been burnt many times with this company. But now what do you think of their Esim technology which is touted as being huge to replace the traditional SIM cards?
For phones for cars, etc. The stock has moved up nicely but I always seem to get into this company at the right time it starts to go down again. They use to have lots of cash. Do they still?

Q: Hi team,
I currently have small positions in both OTEX and ENGH. I would like to add a position in either DSG or LSPD. Which do you think would be the better choice for a 3-5 year hold, looking for growth with some stability. If you could also provide the reasoning behind your choice and whether you would add to these at current levels or wait for a pull back I would appreciate it.

Regards,
Paula

Q: Hello,

MKSI had a nice earning report last week, also raised earning guidance for next one. Why the stock dropped meaningfully recently? I have a 2% position, should I hold, sell or buy more? Thanks.
Lin